Reports
In-depth stock reports from our team
Reinvesting Semiconductor Profits into Healthcare
Goguma Team · June 17, 2026SK Hynix (000660)Samsung Electronics (005930)유한양행 (000100)알테오젠 (196170)Maintaining exposure to the supercycle while trimming positions to invest in healthcare, an area overlooked by consensus
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Doosan Enerbility - The Bottleneck of Power, the Present of Gas Turbines, and the Future of SMR
Goguma Team · June 16, 2026Doosan Enerbility (034020)The Power Supercycle Driven by AI — Gas Turbines for Earnings, Nuclear and SMR as Options
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The Invisible Monopoly, The Last Gateway to Advanced Processes (HPSP — The World's Only High-Pressure Hydrogen Annealing)
Goguma Team · June 15, 2026HPSP (403870)Equipment Called Upon Simultaneously by HBF, 2nm, and New Fabs — And a Position That Has Surpassed the Target Price
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The Purest NAND, The Steepest Path (SanDisk)
Goguma Team · June 15, 2026SanDisk (SNDK)A Pure Play Created by Spin-off — 30x in One Year, and at the Peak of a Supercycle
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Even When War Ends, Weapons Do Not Stop
Goguma Team · June 15, 2026Hanwha Aerospace (012450)LIG Defense & Aerospace Co., Ltd. (079550)한국항공우주 (047810)The Paradox of Peace — The Day Peace Is Declared, Rearmament Begins
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No Matter Who Wins, Memory Wins
Goguma Team · June 14, 2026Samsung Electronics (005930)SK Hynix (000660)Whoever wins the chip war — all accelerators need fast memory
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An Era Where Even Models Cannot Cross Borders
Goguma Team · June 14, 2026NVIDIA Corporation (NVDA)Broadcom Inc. (AVGO)마벨 (MRVL)LG CNS (064400)The Value of Five Companies Rewritten by Sovereign AI
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From the Era of Automobiles to the Era of Robots
Goguma Team · June 14, 2026Hyundai Motor (005380)Hyundai Mobis (012330)The market has begun to price in the future — A foundation in core business, a ceiling in Physical AI
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The End of the Cycle, The Beginning of Contracts
Goguma Team · June 8, 2026Samsung Electronics (005930)SK Hynix (000660)Memory is no longer a spot-market business — when beliefs change, prices follow
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Betting on the Growth of the 3 LG Siblings
Goguma Team · June 4, 2026LG Electronics (066570)LG Innotek (011070)LG CNS (064400)Future Value Calculated via Bull SOTP Driven by Catalysts
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NVIDIA GTC TAIPEI 2026 · Keynote & Market Verdict & Growth Map
Goguma Team · June 2, 2026NVIDIA Corporation (NVDA)CoreWeave (CRWV)Dell (DELL)CrowdStrike Holdings (CRWD)Keynote and Market Verdict On the day Jensen Huang declared the "GDP generator," the US stock market responded with an all-time high
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Shipbuilding and Nuclear Power: The Intersection of Two Cycles
Goguma Team · May 28, 2026Samsung Heavy Industries (010140)Doosan Enerbility (034020)Re-examining these two stocks from four perspectives after a -16% drop in just one month
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LG CNS Deep Dive — Korea's New Financial Infrastructure Company
Goguma Team · May 27, 2026LG CNS (064400)Classifying LG CNS simply as an 'LG Group IT subsidiary' is no longer accurate. As of 2026, the company stands as the second-largest cloud MSP in Korea, the sole developer of the Bank of Korea's CBDC system, the first Korean IT firm to enter the Southeast Asian AI data center market, and the first Korean IT service provider to step into the physical AI market.
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